AI Holders Summary · Q1 2026

145 institutions reported NAC in Q1 2026. MORGAN STANLEY leads at 29.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$70M6.0M0.00%Q1 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$40M3.4M0.31%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$21M1.8M0.00%Q1 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$19M1.6M0.32%Q1 2026 05

Rockefeller Capital Management L.P.

CIK 0001739439

$14M1.2M0.03%Q1 2026 06

UBS Group AG

CIK 0001610520

$12M995K0.00%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M933K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$7M612K0.00%Q2 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$6M518K0.18%Q2 2026 10

Mariner, LLC

CIK 0001373442

$6M532K0.01%Q1 2026 11

Ignite Planners, LLC

CIK 0001849348

$6M477K0.79%Q2 2026 12

Allianz Asset Management GmbH

CIK 0001535323

$6M476K0.01%Q1 2026 13

EVOKE WEALTH, LLC

CIK 0001793432

$3M256K0.05%Q1 2026 14

Sanctuary Advisors, LLC

CIK 0001777271

$3M249K0.02%Q1 2026 15

Private Advisor Group, LLC

CIK 0001567755

$3M237K0.01%Q2 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M242K0.00%Q1 2026 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M230K0.00%Q1 2026 18

WHITTIER TRUST CO

CIK 0001137881

$3M211K0.03%Q2 2026 19

PFG Investments, LLC

CIK 0001973224

$2M199K0.09%Q2 2026 20

Southland Equity Partners LLC

CIK 0002006517

$2M184K0.39%Q2 2026

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